Tax Manager

Job DetailExperience Level DirectorDegree Type Bachelor of Science (BS)Employment Full TimeWorking Type On SiteJob Reference 0000018003Salary Type AnnuallyIndustry Family OfficeSelling Points Shape tax strategy and compliance for a leading organization. Collaborate on impactful initiatives with industry experts. Enhance your career with growth opportunities and professional development.Job DescriptionOverviewDrive tax strategy and compliance for a leading organization, ensuring adherence to federal, state, and local regulations.Collaborate with senior leadership to develop and implement effective tax planning initiatives.Oversee tax filings for diverse entities, including partnerships, trusts, and high-net-worth individuals.Enhance operational efficiency by optimizing tax tracking systems and processes.Provide expert guidance during audits and manage correspondence with tax authorities.Contribute to organizational goals by driving strategic tax planning and compliance initiatives.Report directly to senior management, supporting long-term tax strategy and operational objectives.Key Responsibilities & DutiesLead tax compliance processes for partnerships, trusts, LLCs, and high-net-worth individuals.Coordinate preparation, review, and submission of federal, state, and local tax returns.Manage K-1 forms, calculate estimated taxes, and oversee extensions and informational filings.Handle tax notices and correspondence with authorities, providing audit support as required.Serve as the primary liaison with external CPA firms and advisors for tax engagements.Maintain and update tax calendars to ensure timely compliance with all deadlines.Implement process improvements to enhance efficiency and accuracy in tax operations.Assist in strategic tax planning to align with organizational objectives and compliance standards.Job RequirementsBachelor of Science (BS) degree in Accounting, Finance, or a related field.Minimum of 7 years of experience in tax management, preferably in private client services.Proficiency in partnership, individual, and trust taxation processes.Experience coordinating with external accounting firms on complex tax engagements.Strong organizational skills and attention to detail for managing tax compliance.CPA and/or MST certification is highly preferred for this role.Ability to handle confidential information with discretion and professionalism.Excellent judgment and ability to work independently or collaboratively as needed.